It’s the summertime, a time when many of us prefer to be idle. If you are pursuing more relaxing endeavors, make sure your assets keep working hard for you. In brief, here are three considerations: Have you fully maximized tax-advantaged accounts? By now, you have likely received your Notice of
An article in the Washington Post offered a different perspective to the view that kids these days get too much screen time. There’s another demographic struggling to put down their devices: baby boomers. As one man put it: “My 75-year-old dad’s phone may as well be an implant; he lives
Pamela Marrie is an Investment Associate on our rockstar administrative team here at Cresco. We asked Pamela a few questions to help you get to know her better.
Terminator vs. R2-D2. Hollywood and Artificial Intelligence (AI): The Emotional Scars Are With Us Today. In the movie Terminator, a dystopian society is under attack by artificially intelligent robots that are hell bent on the destruction of the human species. Skynet is the ultimate doomsday machine, a self-aware AI that decides to eradicate humanity to protect itself.
When clients are looking for instant coverage, want financial protection for their loved ones and are budget conscious… Term insurance is usually the go to! Term insurance is initially less expensive compared to permanent life insurance; this is because it’s not designed to last through old age which is when life insurance premiums for term are the most expensive.
Download this article as a PDF. BACKGROUND The Alternative Minimum Tax (AMT)1 is a second, alternate tax liability calculation that Canadian individuals and trusts must consider annually in parallel with their normal tax liability. First introduced in 1986, AMT was implemented to promote and maintain fairness within Canada’s income tax regime.
Huckleberry Finn Is Not Tom Sawyer. Download this PDF here. “Corruption, embezzlement, fraud, these are all characteristics which exist everywhere.” — Alan Greenspan When one thinks of blockchain, one quickly thinks of Bitcoin, NFTs, and cryptocurrencies. Just as so many confuse Mark Twain’s Huckleberry Finn with Tom Sawyer, to the
Download this PDF here. “The holy fool is a truth-teller because he is an outcast. Those not part of the existing social hierarchy are free to blurt out inconvenient truths or question things the rest of us take for granted.” – Malcolm Gladwell in Talking to Strangers Since 2020, I’ve
On March 28, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered the 2023 Federal Budget.
Budget 2023 outlined plans to build a stronger, more sustainable and secure Canadian economy against a backdrop of slower global growth, elevated global interest rates, and high inflation.
What is your “cognitive life expectancy?” One study suggests that, on average, brain health declines around 12 years after the age of 65.1 This means that once we reach an average life expectancy, we are likely to experience cognitive decline. Those over age 85 have a one-in-four likelihood of suffering
Financial scams continue to be on the rise and the level of sophistication is growing.1 Phishing attacks, where deceptive messages fool victims into providing sensitive information, are increasingly using multiple channels concurrently to target victims, such as phone calls, voicemail, text or email. Scammers leave a voicemail or send a
It is personal income tax season, a time when many of us are focused on keeping as much of our hard-earned dollars as possible. As we deal with receipts and returns, it may be a good reminder that we should be doing all we can to minimize taxes. Here are
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We believe the most consequential decision you will make is not a particular investment, or tax-efficient strategy. Instead it’s the advisory team you choose to work with for the next 20 years.
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